Background

Mr. David Bruce Carlson, also known as Dave, CFA is the Co Chief Investment Officer of U.S. Equities, Senior Portfolio Manager, and Director of GE Asset Management Incorporated (GEAM). He is also a Member of Asset Allocation Policy Committee at the firm. Mr. Carlson is responsible for firm’s U.S. equity investment operations, responsible for the management of both the GE premier growth equity and GE U.S. equity select strategies, and oversees the multi-style equity product. ... As Co-Chief Investment Officer and the senior-most investment professional on the team, he sets the investment direction at the firm. In September 2003, Mr. Carlson was named Chief Investment Officer of U.S. equities at the firm. He joined General Electric (GE) in 1980 as part of the GE Financial Management Program (FMP), a two-year training program with GE. Upon completion of the FMP, Mr. Carlson joined GEAM as an Equities Securities Analyst. He became a Research Generalist at GEAM in 1985. Mr. Carlson began managing a General Electric Pension Trust portfolio in 1992 and has managed the GE premier growth equity strategy since its launch in 1997. He is a Trustee of the General Electric Pension Trust and GE’s Employee Savings Plan. Mr. Carlson serves on the Investment Committee of the Damon Runyon Foundation. He is a member of the New York Society of Security Analysts. Mr. Carlson is a C.F.A charter holder. He holds a B.S. in Finance form Indiana University.

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